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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,589 | $29,319+185.1% | $52,425+59.4% | $82,448+1.4% |
| Participation rate | 29.7% | 46.9%-17.1pp | 55.6%-25.9pp | 68.1%-38.3pp |
| Annual return | 7.74% | 535.20%-527.5pp | 302.12%-294.4pp | 41.64%-33.9pp |
| Employer contribution / active EE | $295 | $586-49.7% | $914-67.7% | $2,551-88.4% |
| Participant deferral / active EE | $328 | $1,171-72.0% | $1,790-81.7% | $4,139-92.1% |
| Admin fee / account holder | $3,776 | $1,962+92.5% | $2,495+51.4% | $7,234-47.8% |